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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

23 hedge funds and large institutions have $64M invested in Fidelity MSCI Real Estate Index ETF in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
23
Holders Change
+5
Holders Change %
+27.78%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
7
Increased
8
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$50.8M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.33M
4
PFA
4
Pure Financial Advisors
California
$2.37M
5
TPWA
5
TRUE Private Wealth Advisors
Oregon
$694K

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.64M
2
Jane Street
2
Jane Street
New York
$310K
3
ASN
3
Advisory Services Network
Georgia
$27K
4
TRCT
4
Tower Research Capital (TRC)
New York
$0
5
ADL
5
Asset Dedication LLC
California
$140K
Name Market Value Shares Shares
Change 		Shares
Change %
FI
1
FormulaFolio Investments
Michigan
$50.8M 2,042,804 +2,042,804 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.64M 106,368 -88,529 -45%
PFA
3
Pure Financial Advisors
California
$2.37M 95,446 +33,169 +53%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.3M 92,299 +81,983 +795%
Morgan Stanley
5
Morgan Stanley
New York
$1.33M 53,500 +53,500 New
SAM
6
Shamrock Asset Management
Texas
$1.12M 44,847 +19,540 +77%
TPWA
7
TRUE Private Wealth Advisors
Oregon
$694K 27,946 +27,946 New
Mariner
8
Mariner
Kansas
$531K 21,374 +5,346 +33%
UBS Group
9
UBS Group
Switzerland
$418K 16,831 – –
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$359K 14,429 +4,267 +42%
IAS
11
IMA Advisory Services
Colorado
$352K 14,170 +14,170 New
Jane Street
12
Jane Street
New York
$310K 12,470 -9,995 -44%
SIAM
13
Sterling Investment Advisors (Missouri)
Missouri
$260K 10,446 +10,446 New
ADL
14
Asset Dedication LLC
California
$140K 5,671 -163 -3%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$104K 4,202 +902 +27%
MFS
16
MSI Financial Services
Massachusetts
$71K 2,839 +2,119 +294%
Bank of America
17
Bank of America
North Carolina
$65K 2,632 +102 +4%
IA
18
IFP Advisors
Florida
$49K 1,965 +1,965 New
TIM
19
Tortoise Investment Management
New York
$32K 1,280 – –
ASN
20
Advisory Services Network
Georgia
$27K 1,074 -1,192 -53%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$11K 449 +449 New
AWM
22
AllSquare Wealth Management
New York
$8K 314 – –
BlackRock
23
BlackRock
New York
$2K 62 – –
TRCT
24
Tower Research Capital (TRC)
New York
– – -552 Closed
Citigroup
25
Citigroup
New York
– – -45 Closed